How big is Insite Software Incorporated's plan?

Insite Software Incorporated's plan reported $2.4M in assets and 10 participants for 2024.

Original filing (PDF)20250520111751NAL0001059489001

Insite Software Incorporated

Name: Insite Software Incorporated — Insite Software, Form 5500 (2024)
Creator: Insite Software Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insite Software Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Insite Software Incorporated's Insite Software Incorporated 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Stephen Warfle signed Insite Software Incorporated's 2024 Form 5500 as plan administrator.

Stephen Warfle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insite Software Incorporated's EIN is 16-1332881.

EIN 16-1332881

Plan number 003

Plan year 2024

ACK ID 20250520111751NAL0001059489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insite Software Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insite Software Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSITE SOFTWARE INCORPORATED.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score